Avior Wealth Management’s State Street Global Allocation ETF GAL Stock Holding History

Avior Wealth Management’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-724	Closed	-$31.3K	–	2825
2024 Q1	$31.3K	Buy	+724	New	+$30.3K	﹤0.01%	1418

Other funds holding GAL

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFG

Taylor Financial Group Roanoke, Virginia $165M AUM 17.79% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Avior Wealth Management's GAL Position: Q2 2024 in Review

Avior Wealth Management sold out of State Street Global Allocation ETF (GAL) in Q2 2024, closing a stake of 724 shares — an estimated $31.3K sold.

Avior Wealth Management first reported a position in GAL in Q1 2024 and held it in 1 quarter. The position peaked at $31.3K in Q1 2024. 53 funds tracked by Wall St. Rank hold GAL as of Q2 2024.

Avior Wealth Management reported no remaining State Street Global Allocation ETF position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 724 State Street Global Allocation ETF shares in Q2 2024, an estimated $31.3K.
Avior Wealth Management first reported a position in State Street Global Allocation ETF in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's State Street Global Allocation ETF position peaked at $31.3K in Q1 2024.
53 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.